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Compare Sundaram Long Term Micro Cap Tax Advantage Fund Series IV vs HDFC ELSS Tax Saver Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | 5.0 |
Min SIP Amount | - | ₹500 |
Expense Ratio | 1.44 | 1.7 |
NAV | ₹28.42 | ₹1423.22 |
Fund Started | 27 Sep 2016 | 18 Dec 1995 |
Fund Size | ₹36.37 Cr | ₹16579.03 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
-
₹500
Expense Ratio
1.44
1.7
NAV
₹28.42
₹1423.22
Fund Started
27 Sep 2016
18 Dec 1995
Fund Size
₹36.37 Cr
₹16579.03 Cr
Exit Load
-
-
Returns
1 Year | -0.61% | 5.17% |
3 Year | 19.52% | 22.23% |
5 Year | 30.45% | 24.40% |
1 Year
-0.61%
5.17%
3 Year
19.52%
22.23%
5 Year
30.45%
24.40%
Holding Analysis
Equity | 94.93% | 93.94% |
Cash | 5.07% | 5.75% |
Equity
94.93%
93.94%
Cash
5.07%
5.75%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Safari Industries (India) Ltd. | 5.67% |
Aster DM Healthcare Ltd. | 5.64% |
Affle 3I Ltd. | 4.87% |
Angel One Ltd. | 4.51% |
Sapphire Foods India Ltd. | 4.23% |
CSB Bank Ltd. | 4.21% |
Greenpanel Industries Ltd. | 3.80% |
KSB Ltd. | 3.73% |
Multi Commodity Exchange Of India Ltd. | 3.68% |
Ujjivan Small Finance Bank Ltd. | 3.53% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 10.10% |
ICICI Bank Ltd. | 9.83% |
Axis Bank Ltd. | 7.73% |
Cipla Ltd. | 5.06% |
SBI Life Insurance Company Ltd. | 5.00% |
Maruti Suzuki India Ltd. | 4.18% |
Kotak Mahindra Bank Ltd. | 4.18% |
Bharti Airtel Ltd. | 3.93% |
State Bank of India | 3.36% |
HCL Technologies Ltd. | 2.97% |
Fund Manager
Name | Dwijendra Srivastava | Dhruv Muchhal |
Start Date | 03 Nov 2015 | 14 Sep 2023 |
Name
Dwijendra Srivastava
Dhruv Muchhal
Start Date
03 Nov 2015
14 Sep 2023
About Fund
Description | The scheme seeks to generate capital appreciation over a period of ten years by predominantly investing in equity and equity-related instruments of companies that can be termed as micro-cap and from income tax benefit available. | The scheme seeks to generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments. |
Launch Date | 27 Sep 2016 | 18 Dec 1995 |
Description
The scheme seeks to generate capital appreciation over a period of ten years by predominantly investing in equity and equity-related instruments of companies that can be termed as micro-cap and from income tax benefit available.
The scheme seeks to generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.
Launch Date
27 Sep 2016
18 Dec 1995
